logo
episode-header-image
Feb 2025
43m 13s

China Chip Controls Weigh on Market, Cry...

bloomberg
About this episode

Bloomberg's Caroline Hyde and Jackie Davalos discuss the market anxiety building around chip export controls to China. And we’ll hear from the Cato Institute's Jennifer Huddleston about the impact of President Donald Trump’s tech policy on trade and anti-trust investigations. Plus, Josh Chapman, managing partner of Konvoy, explains how tensions between the US and China could impact the video game industry.

See omnystudio.com/listener for privacy information.

Up next
Jan 16
Trump Wants Big Tech to Pay for Power
Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the ... Show More
46m 45s
Jan 15
TSMC Forecast Lifts Peers on Robust AI Demand
Bloomberg’s Caroline Hyde and Ed Ludlow discuss TSMC’s strong earnings and forecast, a sign that demand related to AI remains robust. Plus, OpenAI strikes a $10 billion deal with Cerebras for compute, and hunts for hardware partners across data centers and consumer devices. And N ... Show More
43m 38s
Jan 14
US Eases Path for Nvidia to Sell H200s to China
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the US Commerce Department’s move making it easier for Nvidia to sell H200 AI chips to China. Plus, fresh off its $1.4 billion founding round, Skild AI CEO Deepak Pathak discusses how the company’s robot “brain” works across form fa ... Show More
44m 16s
Recommended Episodes
Jun 2025
US, Chinese Teams to Meet in London, Abrego Garcia Charged
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.US and Chinese negotiators will resume trade talks on June 9 in London, President Donald Trump announced, as the world’s two largest economies look to resolve a simmering dispute over tariffs and technology that ... Show More
41m 33s
Jul 2024
US Floats Stricter Trade Rules to Rein In China’s Chip Industry
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology & Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown o ... Show More
53m 19s
Feb 2025
Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe
On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More
14m 40s
Jul 2024
China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Michael Pettis on Twitter https://x.com/michaelxpettis Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https: ... Show More
1h 31m
Apr 2025
US-China Decoupling Threat
China Beige Book International Chief Operating Officer Shehzad Qazi examines President Donald Trump's latest salvos in the US-China trade war and discusses the odds of an economic decoupling between  the two superpowers. See omnystudio.com/listener for privacy information. 
7m 5s
Apr 2025
The Billionaire Caught Between Trump and China
The Hong Kong-based company CK Hutchinson, led by billionaire Li Ka-shing, recently announced a deal to sell majority stakes in two ports on the Panama Canal. The deal with a consortium of investors led by BlackRock pleased President Donald Trump, after he had expressed interest ... Show More
19m 21s
Feb 2025
China Seems Unstoppable. Trump Thinks Otherwise.
<p>Over the past week, President Trump avoided a trade war with Canada and Mexico. But he escalated a trade war with China.</p><p>His reasoning? China has become more powerful in domestic manufacturing than the United States, Japan, Germany, South Korea and Britain combined.</p>< ... Show More
27m 21s
Feb 2025
Looming Trump Tariffs Rattle Asian Markets
On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten C ... Show More
18m 14s